Wednesday Apr 20, 2016

Collaborate 2016 - PeopleSoft Customers Buzzing in Las Vegas

Last week, the Quest International User Group did not disappoint with a busy and eventful Collaborate 2016 at the Mandalay Bay Conference Center in Las Vegas, Nevada.  The 5,700 plus customers in attendance were very engaged and actively contributed to the buzz with PeopleSoft, particularly around the value proposition of upgrading to HCM 9.2 and PeopleTools 8.55.  PeopleSoft customers in attendance was up from last year's conference.  About 70% of the PeopleSoft customers surveyed at the conference were already on 9.2 or in the middle of upgrading. With all the talk about 9.2, there was plenty of focus on how customers are making the most of the PeopleSoft Update Manager tool to selectively adopt new Fluid enabled capabilities, explore new application functionality, and stay current with regulatory/legislative compliance updates such as the Affordable Care Act.  There were also many interesting customer- and partner-led sessions on how to make the most of new 9.2 application features and the new capabilities available with PeopleTools.  Video of the Exhibitor Hall opening up on Day 1 --> https://vimeo.com/questinternational/review/163716762/dcf33ba3fe


As the conference came to a close, we announced the General Availability of HCM Image #17 available for download from www.peoplesoftinfo.com.  For a video preview of all the features available with Image #17, click on the following video --> https://www.youtube.com/watch?v=QgSQ6sfhomo

Just as a reminder for those who missed Collaborate this year, you have a second chance to socialize and connect with other PeopleSoft customers, PeopleSoft subject matter experts, and Product Managers at the Quest RECONNECT conference in Rosemont (Chicago), Illinois July 19th - 21st.  See you there.

Tuesday Apr 19, 2016

PeopleSoft delivers new functionality to support the Affordable Care Act


PeopleSoft continuously provides our customers with new product enhancements and functionality.  Some of the most important functionality that we deliver is to support legislative requirements.  Staying in compliance is essential.  Often times there are huge penalties for non-compliance.  That makes the functionality we deliver even more important.  A recent legislative enhancement that PeopleSoft delivered was functionality to support the Employer Shared Responsibility required by the Affordable Care Act (ACA).   The brand new functionality was designed to support the requirements for the Applicable Large Employer (1094-C and 1095-C) reporting.  This new feature includes functionality in Human Resources, Time and Labor, Base Benefits and Benefits Administration.

The PeopleSoft ACA solution contains but is not limited to:

  • ACA Employee Eligibility Page to store ACA information at employee level. 
  • The ability to update the employees ACA Eligibility Status automatically at the time of hire.
  • Delivery of the ACA Eligibility Status as a benefit eligibility rule in the Benefits Administration product.
  • The ability to update employee information quickly and easily using an Excel spreadsheet.
  • PeopleSoft Time and Labor queries and analytic reports to help track employee’s hours. 
  • Provides the ability to extract the PeopleSoft data that is necessary for the 1094-C and 1095-C reporting.
  • The capability to load data from third party sources outside of PeopleSoft.
  • The ability to merge the PeopleSoft data with data from third party sources.
  • Online pages to view or manually override the data.
  • History of the changes for audit purposes.
  • The ability to process the 1095-C form both in preliminary and final mode.
  • Administrator view of the 1095-C form online.
  • Ability for the Employee to grant or withdraw consent to receive their Form 1095-C electronically using Employee Self Service.
  • The ability to print the 1095-C forms effortlessly using XMLP PDF process.
  • Provides functionality to create the IRS XML Form Data File and IRS Manifest File. 
  • Offers the Benefits Administrator tools/process to support their IRS AATS communication test.
  • Furnishes the Benefits Administrator with a reissue process for when employees receive the 1095-C form and a change needs to be made prior to submitting the files with the IRS.


PeopleSoft is currently working on the IRS correction/void/replacement process functionality. Additional functionality will be delivered as the legislative requirements are defined and as they evolve in the coming years.

The Affordable Care Act is a huge complex initiative. The required data is not always in one location.  That is why PeopleSoft has built this new feature to be not only flexible but functionally complete.  This allows customers to execute the required IRS reporting with ease.  Please see My Oracle Support Document ID 2013421.2 for more information.

Now Available – HCM Update Image 9.2.17

We are pleased to announce the availability of the latest Update Image for PeopleSoft HCM.  This image contains many new features and capabilities, across a broad range of products.  Some of the most important items include:
  • Company Directory Enhancements – Improvements include a simplified landing page for the company directory, including Favorites and Recently Viewed employees, a newly designed profile page, filters and facets for quick and easy searching on small devices, and the option to view locations on a map.
  • Manager ‘View As My Team’ – Managers now have the ability to quickly switch their view in the My Team tile to show what one of the managers in their organization will see.  This allows quick and easy access to the direct reports of any manager in your reporting hierarchy, for viewing or taking related actions.
  • Self Service Matrix Teams – Employees can now create and manage matrix teams, of any type, via simple and easy self service available from any device. Team members can be added, and if needed, a hierarchy can be defined within the matrix team.  Additional capabilities include updating information for the matrix team, as well as transferring ownership of the team.
  • Recruiting Solutions Print Enhancements – print applications for one or more candidates, including attachments such as resumes or cover letters.   Print information is completely configurable, including printing for one or more candidates in a single file, which sections of the application to include, print output type (pdf file or report), and more.
  • Workforce Availability – this is a significant new feature for Time & Labor customers, that provides supervisors and managers to track the status of employees from any device, at any time.  Monitor schedules, availability, deviations, and absences, and more.  Contact an employee or take actions such as Replace Schedules, View Timesheets, or Approve Overtime with the related actions immediately available for each employee.
There are many additional new capabilities available in Update Image 17.  To get a quick overview, we recommend you watch the brand new Image Highlights, PeopleSoft HCM Update Image 17, now available on our YouTube channel: https://www.youtube.com/watch?v=QgSQ6sfhomo.  This video is the first of it’s kind, providing a quick overview of each of the new features and capabilities delivered in the image.  We will be producing these videos on a regular basis for all of our images.  

In addition to the video, we recommend you review the Cumulative Features Overview Tool (www.peoplesoftcfotool.com), as well as downloading the Update Image for a complete list of contents and to try out the new features in action.  See the HCM Update Image Home Page on My Oracle Support for instructions and the link to the Update Image.

Tuesday Mar 15, 2016

Alliance 2016 - A Huge Success for PeopleSoft Customers

Last week, more than 4,000 Higher Education and Public Sector customers converged in Seattle, Washington for Alliance 2016 -- one of the largest annual user group conferences for PeopleSoft.  When you consider the high level of attendance, excitement, and engagement with our customers, the conference was a huge success.  Alliance was packed with thought provoking presentations, product demonstrations, and more than 440 sessions for customers to learn about PeopleSoft success stories on 9.2 including, deploying Fluid self-service, adopting new features, and engaging with our team to drive the continued investment and innovation in the products.

The PeopleSoft HCM Product team kicked things off with the HCM Roadmap session where we learned that more than 60% of the customers in attendance were already live on 9.2, with another 25% currently working on their upgrades.  This underscores the value of the PeopleSoft continuous delivery model, where customers can now expect that every feature shown in our product demos are available to deploy from the latest delivered image or an upcoming image.  Many customers took the opportunity to tell us that they have leveraged continuous delivery for their Fluid self-service rollout, newly deployed WorkCenters, adopting some of the latest HCM features, or for mandatory compliance, security and tax updates.

A few noteworthy conference highlights include:

   •A packed house for the Recruiting Solutions update, with many stories of successful 9.2 upgrades and implementations, and lots of excitement for the upcoming Fluid Candidate Gateway.

  •A fun and informative update on core Human Resources functionality, which included customer success insights from Sonoma State University and a look the very latest functionality, including enhancements to Guided Self Service 

  •Rich discussions around how customers are rolling out and using the Payroll and Time & Labor WorkCenters

  •Dozens of presentations on topics like Analytics, Position Management, Total Rewards, and many others presented by the PeopleSoft HCM team, partners, and customers

  •Many deep dive discussions in Meet the Experts, Birds of a Feather sessions, one on one meetings, with many new customers joining Focus Groups on their favorite features

  •Strong interest for planning to deploy PeopleSoft Time & Labor and Absence Management

  •Strategic conversations with partners from around the globe who echoed the momentum with PeopleSoft 9.2, Fluid, Selective Adoption, and PeopleSoft on Oracle Cloud

We took the opportunity at Alliance to formally roll out the PeopleSoft Community Ideas page.  With the Ideas page, customers now have a new and improved way of submitting new product ideas and enhancements with the PeopleSoft Product team, where each idea can be reviewed and voted on by all customers from all industries.  The PeopleSoft product team will monitor the results of the voting for each idea posted for consideration on the overall HCM roadmap.  To start using the Ideas page today, log on to My Oracle Support Communities and search for the Doc ID #2048019.1 for additional details.

As our team reflects on the conference, the most resounding take-away was the incredibly strong momentum customers are experiencing with HCM 9.2.  There were many stories of successful upgrades, implementations, and rollout of new features and functions.  It was an energizing few days and a great way to kick off the 2016 HCM conference season. Next up is Oracle HCM World in Chicago and Collaborate in Las Vegas.  See you there!

Thursday Oct 01, 2015

PeopleSoft Payroll for North America WorkCenter makes payroll easy

PeopleSoft Payroll for North America is proud to deliver the new Payroll WorkCenter which is used for USA and Canadian payroll processing.  The WorkCenter combines alerts, notifications, worklists, payroll processes, queries and reports into a configurable framework that can be tailored to each role based user.  It provides a one-stop-shop that will increase users’ productivity by streamlining and simplifying their work and providing access to all their needed information in one place.  This allows the user to focus on the tasks that are needed to get the payroll out the door.

Included in the WorkCenter are delivered alerts for potential payroll issues.  We provide you with visibility of common exceptions such as inactive employees who have earnings in the paylines which can potentially be paid in error, or active employees with no payline but should be paid.  We allow you to define earnings and hours thresholds to catch keying errors before payroll goes out to the door and look for data issues that could cause calculation errors.  The Payroll WorkCenter also includes transactional analytics that provide insight into your payroll data to help you audit, identify anomalies and analyze the employee paycheck data.  The goal is to identify the issues up front to reduce the number of recalculations, voided checks or manual adjustments after the paycheck has been confirmed.

For more information please see the PeopleSoft Payroll WorkCenter Video Feature Overview.



Monday Jun 01, 2015

Legislative Update for PeopleSoft HCM - Affordable Care Act

PeopleSoft is pleased to announce the new Affordable Care Act Information Center located out on My Oracle Support Document ID 2013421.2. The Affordable Care Act Information Center is a one-stop shop page to obtain the information on the Affordable Care documentation. This new page includes links the ACA Position Paper, delivered enhancements, corresponding documentation, FAQs, examples of use cases, ACA Component Interface setup instructions, and links to our upcoming and recorded webcasts.  Please check it out and give us your feedback on what you like, what you don't like and what additional information you would like to see.


Friday Nov 07, 2014

PeopleSoft HCM 9.2 Update Image 9 is Now Available! - Simple and Intuitive User Interface on Multiple Devices

The PeopleSoft HCM team is proud to announce that Update Image 9 for PeopleSoft HCM 9.2 is now available!

This Update Image is the largest and most impactful PeopleSoft Update Image posted to date. This cumulative Update Image includes all new features and fixes from previous PeopleSoft HCM Update Images as well as a plethora of new items including multiple PeopleSoft Fluid User Interface enabled HCM transactions ready for any mobile device.

Optimized across multiple platforms including smartphones, tablets and laptops/desktops, the new PeopleSoft Fluid User Interface (Fluid UI) provides an intuitive and responsive user interface that provides native-application interactivity across a range of mobile operating systems and devices. With more than 50 new features and functions, Fluid UI provides employees, managers and executives with a familiar native user experience that helps maximize productivity and effectiveness while eliminating the need for training.


It is our goal to provide you with new functionality that is intuitive and simple to use, increasing your productivity while lowering your total cost of ownership. You will see those goals realized with the new HCM homepages. This new functionality provides the user with an easy to use application that is configurable so you can determine what homepages and tiles you want to see based on your organizational needs. Some characteristics and functionality of delivered fluid homepages include:

  • PeopleSoft delivers two out-of-the box homepages (Employee Self Service and Manager Self Service) with the ability to create your own.
  • You can navigate from one homepage to the next by simply selecting the page you want or swiping to the left (on a tablet or phone).
  • Each homepage contains tiles. You have the ability to add, remove and control the placement of the tiles. You can also share tiles across multiple roles and landing pages. 
  • Users will be able to view key information at a glance that is dynamic and data displays on tiles.  The user can click or tap on tiles to access the associated content.

On the Employee Self Service homepage your employees will have easy access to your company directory with just a quick tap or click on a tile. Your employees will also be ability to view and update their personal or talent related information. They can enter time in Time and Labor or request time off in Absence Management. It provides the employee with easy access to other key information such as viewing their paycheck, benefits, performance documents, and their total rewards.  The learning tile is for those customers that use the Enterprise Learning Management (ELM) application and it will provide announcements, a to-do list, and provide the employee with a listing of courses they are currently enrolled in.

Managers will also have easy access to the company directory from the Manager Self Service Landing Page. Managers will also be able to view and perform other tasks such as reviewing HR information, employee punched and elapsed time, absence requests, and is automatically notified when approvals are required. The manager will also be able to view other important information including team performance information and learning information such as overall enrollment and completion of learning courses. For those customers that use PeopleSoft Recruiting your current job openings and details is just a click or swipe away.

HR transactions are also now much easier with the new Guided Self Service. This configurable application allows organizations to create any number of “compound” transactions by combining multiple transactions into one easy to use guided process that walks the user through step by step, capturing the exact data needed to complete the transaction.

WorkCenters and Embedded Analytics are another great example of how users can be more efficient and productive. Payroll for North America delivered the Payroll for North America WorkCenter. This is a one stop shop for the Payroll Administrator to process payroll. The WorkCenter provides the administrator with alerts and analytics to help identify errors prior to a payroll going out the door.  

Update Image 9 also delivered new Analytics in other areas such as Time and Labor and Absence Management allowing you to get more insight, spot trends and issues, and have the opportunity to take action with ease.


Several other enhancements were included in Update Image 9 and we encourage you to take a look at the Update Image to see the new functionality/enhancements in PeopleSoft HCM!

For more information check out this press release, visit the new Cumulate Feature Overview page (now with PeopleSoft Update Image level detail), watch PeopleSoft Fluid UI videos on the PeopleSoft YouTube channel, and/or read the Update Image Overview document.


Wednesday Oct 29, 2014

PeopleSoft Selective Adoption

If you are plugged into the PeopleSoft social media channels like our Facebook page, Twitter feed, and Linkedin development group or if you tuned into the Quest Users Group PeopleSoft Townhall featuring Paco Aubrejuan (Oracle’s Senior Vice President and General Manager of PeopleSoft Development), you likely heard us talking about “PeopleSoft Selective Adoption.” Maybe you are wondering what exactly that is; that’s where I come in. For some time now the PeopleSoft product team has been talking about how, starting with PeopleSoft 9.2, we are delivering updates on a continuous basis with new capabilities planned for delivery 2 – 3 times a year. But it’s not about us and what we are doing; it is about you – the customer. “PeopleSoft Selective Adoption” is the terminology we are using to convey what this new age of PeopleSoft delivery means to our customers. As a PeopleSoft customer on PeopleSoft 9.2, “PeopleSoft Selective Adoption” means:

  • You get new capabilities without the need to upgrade ever again.
  • You take only the changes you want, when you want.
  • You don’t need to be current on maintenance to take changes.

Your need to avoid costly and disruptive upgrades in the future and your desire to selectively adopt our continued PeopleSoft innovations – on your terms, drove us to this new model. This is possible due to new tools including PeopleSoft Update Manager (PUM) and new processes we have put in place. To truly maximize the benefits of “PeopleSoft Selective Adoption” your organization will need to change. Change how the line of business and IT work together to prioritize business needs, how it looks at maintenance planning, and how it executes the delivery of new PeopleSoft functionality. The PeopleSoft team has begun working with our customers to capture best practices, lessons learned, and guidance on how to best take advantage of “PeopleSoft Selective Adoption” and has published a white paper on this topic.

As always, for more information stay informed, and stay connected: Facebook, Twitter, Linkedin, YouTube, PeopleSoft Information Portal.

Friday Jun 27, 2014

OHUG PeopleSoft HCM Roadmap session: Is PeopleSoft HCM a Modern HR System?

There is a lot of buzz in the HCM market around Modern HR systems. During OHUG, we wanted to make our Customers pause and think about that. What is a modern HR system? Is PeopleSoft HCM modern? 

As you all know, PeopleSoft HCM has been in the market for more than 20 years. For some of you that could translate into PeopleSoft HCM being an old system.  We instead think of PeopleSoft HCM as a mature, proven and reliable system. PeopleSoft HCM has reinvented itself several times since its first release in 1987. Our products did not stand still. They needed to evolve and transform to respond to the challenging HR business needs.  Take a look at the 2013 American Payroll Association Prism Award. Each year, the American Payroll Association honors organizations based on best practice achievements in Technology, Management, Processes, Performance Study and Overall Best Practices. Three out of the five awards went to PeopleSoft HCM Customers (Hackensack University Medical Center, Capital One and Gap Inc). Also, HR Executive Magazine selected the 2013 CHRO of the year. The award went to Mark James, CHRO of Honeywell. Honeywell uses PeopleSoft HCM which has enabled Honeywell HR transformation process. 

Do you use Microsoft Office? Microsoft Office first release (Office 1) came out in 1990. Do you think about Microsoft Office as an old product?  Office 1 is certainly “old”, the same way PeopleSoft HCM 7.5, 8.0 or 9.0 are “old” based on today’s standards. But the products did not stand still, they evolved and kept being  leaders in their space, even when you have other options.

So,  what is the definition of modern HR System? For us modern system implies the following characteristics:

- Easy to use
- Mobile
- Open and integrated
- Configurable and Customizable
- Contextual information/analytics
- Flexible and with low cost of maintenance

Most of you have already got visibility into the 9.2 release. You have seen that 9.2 has already moved the needle on these areas and started a paradigm shift. The 9.2  Release changed the way users interact with PeopleSoft HCM, making it simple to use through the use of Global Search, Search with facets, Related actions and Guided processes. Users get access to role-based workcenters and dashboards that are tailored to their needs, with embedded analytics that allow them to analyze information and take contextual action. All based on your role and respective security access.

With our 9.2 release we also introduced the new delivery model which includes delivering new functionality two to three times a year and making maintenance plus new functionality available through product update images that are cumulative. That means that if you are in 9.2 you can now take a look at the latest product image and decide what you want to deploy in your environment and when. You don’t have to take everything we deliver if you don’t want to, and you can selectively pick and choose what makes sense to your organization.

During OHUG we showed and demoed what we have delivered in the latest product images as well as what we are planning on delivering during the rest of this calendar year.  Several of the new applications and new capabilities to be delivered are being built with Peopletools 8.54 Fluid technology. The paradigm shift that started with 9.2 is now taking another dimension and completing the modernization of PeopleSoft HCM.  PeopleSoft Responsive and Fluid design allows PeopleSoft HCM to have applications that can be optimized for multiple devices - phone, tablet and desktop -. It doesn’t matter what size of monitor you have, or what type of tablet, or which phone. Our applications will render and adjust to the device you are using. Some of the applications we demoed at OHUG were: Mobile Approvals, Time and Absence Entry,  Manager Self Service with the new My Team View and Guided Self Service, Employee Self Service with new Personal data / profile self service capabilities. 

What of these new capabilities or features would you like to uptake? With our new delivery model you can decide that. You can take one feature, a couple, everything or nothing. If you are on the most conservative side of the spectrum, you can decide not to take any of these new responsive/mobile applications and just take some the critical legislative changes your organization needs (e.g.: OFCCP, DOMA, or others).  If you are running PeopleSoft HCM in a private cloud model, you can have your service provider deploying and managing this for you.

So … Is PeopleSoft HCM a modern HR system? We are convinced the answer is YES!  And you have the power to decide if you want to modernize your PeopleSoft HCM environment.

Friday Jun 20, 2014

Configuring HTML Email Approval to Meet Your Needs: What Organizations Need to Know About Configuring HTML Email Approval and How to Use It

Today's workforce is fundamentally different and no longer limited to the office.  Mobile devices are integral companions in today's modern work life.  HTML Email Approvals provide the always-connected manager an effective method of monitoring and staying on top of approval requests. For example, a manager is often required to approve last minute requests such as vacation, sick, maternity leave, expense report, promotion, or other tasks while he is away from his office.

PeopleSoft HTML Email Approvals facilitates the mobile managers the ability to review and take approval actions without the need to log into their system to perform the tasks. The HTML approvals are delivered templates that enable the PeopleSoft application to send, receive, and process emails with interactive content.  The managers will be able to take approval actions without having to connect through the firewall/intranet or log into a Virtual Private Network (VPN) to access the PeopleSoft system.

The HTML approvals can be access from any email client (e.g. Microsoft Outlook, Mozilla Thunderbird) and using various devices (e.g. laptop, smart phone, or tablet).

HTML Email Approvals

HTML Email Approvals works in conjunction with PeopleSoft Approval Workflow Engine (AWE).  The approval email is generated when a user triggers an action such as submitting a vacation request (see Figure 1).  The action is processed using our PeopleSoft Integration Broker.  When the manager opens the email, the manager will be able to approve, deny, or push back on the pending request.  The process is transparent to the everyday manager and the transaction is securely updated using PeopleSoft single sign-on and Integration Broker.

Figure 1 HTML Email Approvals Process Flow

The following table contains the HTML Email approvals templates delivered for releases 9.1 and 9.2:

 Financials/Supply Chain Management
 Human Capital Management
 Self Service Invoice Job Opening
 Receivables Job Offer
 Service Procurement Absence Request
 Control Budget Journal Extended Absence Request
 Purchase Order Promote Employee
 Treasury Settlements Transfer Employee
 Journal Reporting Change
 Voucher Performance Document
 Credit Invoice
 Service Work Order
 Requisition
 Time Report
 Expense Report
 Cash Advance
 Travel Authorization


Benefits of Implementing HTML Email Approvals

Content-Rich Email: HTML Email Approvals allows you to provide consistent usability that is content rich to enable users to make well-informed and accurate decision (see Figure 2).  Approval options such as Approve, Deny, or Push Back are actionable within the email.  The email can also provide quick links into PeopleSoft.

Figure 2 Example of Request Absence HTML Email

Access on the Go: HTML Email Approvals can be access from any email client and using various devices.  There is no need to connect into your intranet or Virtual Private Network (VPN).  The approval actions are taken directly within the email.

Security: We use your PeopleSoft security to authenticate and encrypt the information that is sent through the email server to ensure your data is protected.

Configurability: The delivered templates are highly configurable.  You can add or remove content as needed to better fit your business needs and provide optimal user experience (see Figure 3).  You can convert your existing text email templates into HTML email templates.  PeopleSoft plans on delivering additional templates.  Customers can leverage the delivered documentation to guide you through the HTML Email configuration process.

Figure 3 Example of How to Edit an HTML Template

Best of Both Worlds: Customers will have the option to continue using the classic text email template or start using the HTML email templates.  We deliver the HTML Email Approvals configuration disabled by default.  This provides customers flexibility to decide when and which transaction to use the HTML Email Approvals.

Additional Information

For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

Tuesday May 13, 2014

Accenture Launches Enterprise Solution for Pensions based on Oracle’s PeopleSoft Applications

Accenture’s Enterprise Solution for Pensions (AESP), is powered by Oracle’s PeopleSoft applications, Oracle Middleware, and Oracle Technology. It enables a faster and more cost effective pension system for organizations that require greater flexibility and agility to adapt to constant policy changes. AESP incorporates more than 30 years of experience implementing the capabilities needed by public pension organizations that serves tens of millions of people.   See more on the announcement here:    Accenture Launches Enterprise Solution for Pensions, Powered by Oracle PeopleSoft.

“Accenture has significant subject matter expertise in this space as well as extensive skills to leverage Oracle’s PeopleSoft Pension solution along with additional Oracle assets, including Oracle Policy Automation, for a complete offering,” said Paco Aubrejuan, senior vice president and general manager, Oracle’s PeopleSoft. “Together, Accenture and Oracle can provide publicly funded pension systems the flexibility to modernize their systems in a cost effective manner while utilizing a comprehensive solution.”

Learn more about PeopleSoft,  PeopleSoft Pension, and Accenture’s pensions.

Monday Feb 03, 2014

Announcing the General Availability of PeopleSoft In-Memory Labor Rules and Monitoring

Organizations are often challenged to increase workforce productivity while managing operating costs, regulatory compliance and employee satisfaction. With inevitable variations between planned and actual labor costs, this balancing act is reliant on organizations being able to fine tune their human capital operations based on real-time business needs. To address this challenge and help organizations achieve a competitive advantage, Oracle has delivered strategic, timely information, focused on the time and labor management process, to managers and HR decision-makers with a new Oracle In-Memory Application for Oracle’s PeopleSoft. Designed to leverage the power of Oracle Engineered Systems and Oracle’s industry-standard PeopleSoft HCM applications, PeopleSoft In-Memory Labor Rules and Monitoring empowers organizations to effectively manage labor costs and policy rules in real-time.   The solution complements PeopleSoft's existing Time and Labor solution.  

PeopleSoft In-Memory Labor Rules and Monitoring enables organizations to:
  • Leverage predefined, easily understood labor policy rules using natural language
  • Use Oracle Policy Automation to create or modify existing rules to simulate, test, and deploy to production
  • Empower managers to make more strategic decisions around employee time and labor by understanding exceptions and trends in overtime, absences, schedule deviations and other related labor data.
  • Improve profitability and optimize resources by harnessing real time data on business needs and labor costs as it occurs.
  • Reduce the risk and cost of non-compliance with labor regulations by pre-delivering labor rules, such as overtime rules.

You can learn more about this new solution here at Oracle.com.    Additional resources can be found at the links below.

In-Memory Labor Rules and Monitoring - Product Data Sheet

PeopleSoft In-Memory Solutions

Press Release

Oracle Policy Automation

 My Oracle Support Home Page 


    Friday Nov 01, 2013

    Miss Oracle Open World? View the PeopleSoft Roadmap Presentation Here

    If you were unable to attend Oracle Open World in September, you missed out on some important PeopleSoft messages.   Don't despair!  You now have a chance to receive an update on PeopleSoft's presence at Oracle OpenWorld 2013 and the key messages delivered there.

    You can view the “PeopleSoft Update and Roadmap” webcast found here on the Quest Users Group site.  (Note: this is available with a FREE subscriber account.  Anyone can sign up here at no cost.


    This webcast recording presents the significant adoption and momentum behind PeopleSoft 9.2.  Viewers will also learn about the new release model for continuously delivering new capabilities to PeopleSoft customers at a lower cost enabled by the new PeopleSoft Update Manager.  There are also compelling live demonstrations of the major investment areas for PeopleSoft including a new PeopleSoft user experience enabling mobile solutions as well as In-Memory PeopleSoft applications.

    You can view all presentations ns in the Oracle Open World 2013 Content Catalog.

    Monday Sep 30, 2013

    Announcing PeopleSoft HTML Email Approvals for HCM

    As part of our ongoing commitment to provide enhancements for customers on existing releases,  a new capability for approvers in PeopleSoft HCM 9.1 is now available. The PeopleSoft Approval Workflow Engine (AWE) enables you to take action on approval requests directly from an email (for example: approve, deny, pushback, enter comments, or other AWE actions). There is no need for the approver to log into PIA to approve a request, they can take action and add comments directly from the email.

    The HTML Email Approval feature delivers HTML email templates for some of the key PeopleSoft HCM Talent Management transactions including:

    • Job Opening
    • Job Offer
    • Absence Request
    • Extended Absence Request
    • Promote Employee
    • Transfer Employee
    • Reporting Change
    • Performance Document

    Working with Requests

    When a requestor submits a transaction for approval, an email is generated and sent to the approver(s), which contains detailed information about the transaction request. Based on the transaction’s configured actions, an approver can take action directly from the email by clicking a link, such as Approve, Deny, or Pushback, to generate a reply to the request. The email may display requestor comments and, if applicable, view approval history from other approvers. In addition to this, if further details or information is needed, the email also provides a link that will take the approver to the PIA approval component for that transaction.

    Figure 1. Example of email approval request for a Job Opening

    For more details on how to download and apply this new functionality please check the following Doc IDs  1577468.1 and 1585801.1 in My Oracle Support (MOS).

    Wednesday Aug 21, 2013

    Oracle Hosts PeopleSoft Customer Advisory Boards

    The PeopleSoft Customer Advisory Boards met last week at the Oracle Conference Center in Redwood Shores.    Over 180 customer attendees representing 113 member companies participated as well as our partner sponsors for the CAB:    Accenture, Grey Heller, Infosys,  MIPRO and SmartERP.   The CAB included three days of  product breakouts, round tables and keynotes covering the PeopleSoft roadmap and customer feedback across HCM, Financials, ESA, ALM, Procurement and Technology.     In addition there were customer presentations covering  best practice topics such as leveraging the PeopleSoft Interaction Hub and using org modeling as a strategic planning tool.    Customers were also provided deeper insight into the newly delivered PeopleSoft 9.2  with focus on  lifecycle management tools using the PeopleSoft Update Manager.   The event was well received by customers.    Rich Harvey, from Boise, summed up the experience this way:

    "The recent PeopleSoft Customer Advisory Board meeting showed just how deep Oracle’s commitment is to both the product line and the customers of PeopleSoft. The CAB is just one of the many venues available to the PeopleSoft customer to discuss and offer observations about the PeopleSoft product line and Oracle’s strategy. Although PeopleSoft 9.2 was just recently released with its own set of increased functionality, new technologies and substantial improvement to the end user experience, PeopleSoft gave the CAB a view of the future. The exciting part of looking at the future enhancements to functionality, technology and end user experience is the realization that the customer may not need to wait for these until the next major release.  The new capability,  PeopleSoft Update Manager (PUM), will allow customers to incorporate new functionality into PeopleSoft 9.2 when they become available in a manner much easier than the past methodology.    PeopleSoft never left, always delivered value - but hey, they are here in a big way." 

    Executive Q&A PanelCAB General Session

    Monday Jun 03, 2013

    10 Innovations in PeopleSoft. #4 – Day in the Life in PeopleSoft HCM 9.2

    How to best show the impact and value of the new features and capabilities included in HCM 9.2 other than by using the PeopleSoft HCM system itself?

    Let's follow a day in the life of Rosanna Channing, Senior Manager in the Financials Department at GBI Institute. 

    Rosanna logins into her HR system .

    The page you see was created by your Company using Interaction Hub. With the new PeopleSoft Interaction Hub, PeopleSoft HCM 9.2 delivers a configurable user interface with single navigation across all applications powered by a new global search capability.  From a single company branded home page, users can access any transaction across HCM, ELM, and HR HelpDesk. This collaborative platform, now available through the latest version of PeopleTools, is available to all customers without the need for any additional license. A configurable end user experience with embedded help provides you with the tools to guide the user online with minimal training.

    The first thing Rosanna needs to do is to enter a Life Event. She had a baby and she needs to add him to her benefits plan.

    Although the My HR Page provides Rosanna with the most frequently used links, Rosanna prefers to use the Global Search and types ‘had a baby’. As Internet users, we all know how we navigate the internet. You search first and then you navigate or take action. We have brought that experience to PeopleSoft HCM 9.2. Through the use of Oracle Secure Enterprise Search and Related Action framework, users can now search across multiple objects and instances and from the search results themselves can take action, avoiding complicated menu navigation. In this case, Rosanna gets the Link to Life Events and clicks on it to go directly to the page she was looking for.

    Life Events is one of the Activity Guides delivered in PeopleSoft HCM 9.2. Activity Guides provide a guided process that helps users to more efficiently complete an activity or process. Different components/pages in the system as well as pages from external systems can be organized as steps of an activity. In this case, Rosanna chooses the ‘I had a baby’ event. That is one of the four pre-delivered events and Customers can add their own events as needed. After selecting the event and entering the date of birth, Rosanna is presented with all the steps related to that Life Event.



    She can go through each one of the steps and/or click directly on the step of the process she wants to complete. In this case, she adds the dependent and adds him to her Benefits Plan (Medical, Vision and Dental). She then goes to the last step and completes the process.

    After completing that, Rosanna decides to search for a Director of Finance position. The Global Search is one click away since it remains on the top of the page. She types ‘ Director of Finance’. Using the facets on the left pane she could narrow down her search and focus on the Internal Postings. She can then take action directly from the search results and View and Apply to the open position.


    After reviewing the job opening description she decides to apply to the position and is taken to a Guided Process that will walk her through the steps of the application process.

    This guided process is called Horizontal Guided Navigation or Train Stop, and it takes the user sequentially through each one of the steps. Rosanna goes step by step and completes the application process. Since she is an internal candidate, some of the information required in the system is already pre-populated, making the application process much simpler for her.

    The steps of the process are configurable and it is up to your Company to define how many steps are needed in the process. Rosanna goes through all the steps and on the last step she reviews and then submits her application. She is extremely happy because it was quick and easy!

    She then decides to focus on some urgent management related activities. The Manager Dashboard is one click away from where she is since through the Interaction Hub she can see the links on the top of the page.


    Dashboards provide an at-a-glance view of all relevant information (including Alerts and key performance indicators) relevant to a role. You will see several dashboards in PeopleSoft HCM 9.2 such as the Learning Dashboard and Recruiting dashboard in addition to the Manager Dashboard and Talent Summary Dashboard. The Manager Dashboard provides important information to help managers know what they need to focus on. Similar to the Talent Summary (both dashboards were delivered in 9.1 FP2), the administrator can decide which pagelets to share with managers and the end user can further personalize the content and layout.

    In this case, Rosanna wants to finalize some performance documents she needs to work on. She goes to the Performance Status analysis to see how many documents are still in Progress. From the Performance Status Analysis (Pivot Grid) she can drill down and go to the ‘In Progress’ performance document she wants to work on.


    This Analytic has been implemented with PeopleTools Pivot Grids technology. Pivot Grids allow users to dynamically analyze information, drill down and take action. Rosanna navigates to the Performance document of one her directs. 

    As you can see, the left side of the screen shows the different steps/phases in the performance cycle. It indicates which steps have been completed or which ones are still in process. It also shows the timeline and due dates. This is similar to an Activity Guide and its purpose is to guide the user through the process. The yellow bar indicates and highlights the current step. In this case it is in ‘Complete Manager Evaluation > Update and Share’.

    In this case, Rosanna wants to recommend some training and courses to the Employee. She goes to the Learning section in the performance document and from there she does a ‘Find Learning Gaps’ search. This takes her to ELM where she can easily see what are the Competencies  for which the employee could take some training. Find Learning functionality in ELM has also adopted Secure Enterprise Search with facets. ELM also includes Ratings and Reviews.


    Rosanna looks for the right training for her Employee and enrolls her in training directly. After doing that, she goes back to the Performance document where she sees that a new Learning objective was added for her employee. All this is possible because of the tight integration between PeopleSoft HCM and ELM, which makes things transparent for the user.

    Rosanna then goes to Overall Results where she assigns Rating and adds comments. She then Shares the document with the Employee. Rosanna then gets back to the Manager dashboard where she now sees that the Performance Status Pie Chart (Pivot Grid) was updated.


    And Rosanna is done! She was very quickly and easily able to finalize the life event, apply to the Director of Finance position, and complete the performance document she needed to finalize (including the enrollment of the employee into a class). As this story demonstrates, our HCM 9.2 release focuses on making things simpler for the user and making information readily accessible for immediate action.

    Our main goal is for users to be more productive and for Companies to be able to configure the system based on their business processes and business practices. Through the use of activity guides, workcenters and guided navigation, our Customers are able to organize tasks and activities in the way that fits their needs.

    Role based dashboards simplify how users can access information. In addition, our applications are being empowered through actionable operational analytics so that users can get easy access to the information they need and take action directly from there.

    And these are just some examples… you really need to take a look at our newest 9.2 release to get the full story!

    About

    This blog is dedicated to topics focused on PeopleSoft Applications, including Human Capital Management, Financials, Enterprise Service Automation, Asset Lifecycle Management, Procurement, Supply Chain and Customer Relationship Management.

    For information about legislative updates to our PeopleSoft Applications see the PeopleSoft Legislative Updates Blog.

    For information about PeopleTools see the PeopleSoft Technology Blog.

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